DocuFlow - settings for SharePoint

DocuFlow is linked to SharePoint via a service account.
The following describes where to configure the link to SharePoint.

Step by Step

In DocuFlow, click on Configuration (1) → [Plugins] (2).
Select the plugin Office 365 / SharePoint - retrieve file(s) (3) → [Change user data] (4).
Click Connections (5).
Select the line with SharePoint (6) → [Edit] (7)
Enter the details for the SharePoint connection:
- Naam = Name of the SharePoint connection ('SharePoint')
- URL = Name of SharePoint Site where DocuFlow connects to SharePoint
- Authentication type
  Linking from with the SharePoint service account. See: Create a service account in SharePoint
  - OAuth
    'OAuth' authentication is easily obtained via the [Authentication] button.
    - Then enter the SharePoint service account and password.
    - After which the account is automatically linked to DocuFlow.
  - Basic
    The 'Basic' authentication can only be used, when no MFA is set at the Service account.
    In this case, of the SharePoint service account, only the username (Service account) & password is entered.

The service account may not yet have OAuth authentication granted to DocuFlow.
Request it from your SharePoint administrator, via:

2. Test the connection

3. For the other SharePoint plugin 'Office 365 / Sharepoint - retrieve and save file(s)', perform the above steps again.